Marie Semeria is the CEO of Leti, one of the world’s premier research organization for semiconductor technology and the key development center for FDSOI. I first interviewed Marie at SEMICON West and at IEDM I had a chance to sit down with her and get an update on Leti’s efforts over the last several months.
My interview… Read More
In the first session of IEDM on Monday, December 5th there were two papers presented on 7nm processes. The first paper was from TSMC and the second paper was from the Global Alliance of GLOBALFOUNDRIES, IBM and Samsung.… Read More
It has been a hectic year for the semiconductor industry so now is a good time to reflect on how we got to where we are today in hopes of better understanding where we are going tomorrow.
Given the importance of semiconductor IP (the $32B ARM acquisition by SoftBank for example) I would strongly suggest attending the REUSE 2016 event… Read More
Intel has terrific QTR & slightly light guide Intel is recovering & transforming at the same time. Whats the Capex outlook? Impact on ASML KLAC LRCX?
Intel reported revenues of $15.78B and earnings of $0.80 for the quarter beating expectations and previous upward guidance. CCG (PCs) were up 21% Q/Q and 5% Y/Y. Data center… Read More
Recently I published two blogs on Fully Depleted Silicon On Insulator (FDSOI) and the potential the technology shows for a variety of low power and wireless applications. In order to produce FDSOI devices, the device layer has to be thin enough to ensure the device is fully depleted and ideally the buried oxide has to be thin enough… Read More
Another report today of a Samsung Galaxy Note 7 catching fire, this time an allegedly refurbished unit, takes us back to the turning point in Samsung mobile phone history. It’s not the first time a defective Samsung phone – or a pile of thousands of them – has been on fire.
Samsung Chairman Lee Kun-Hee issued a powerful edict to his mobile… Read More
There are always debates on who does what best in the semiconductor industry, but most agree that Intel is the best in process and transistor technology. This leadership has served the company extremely well over the last few decades and allowed them to reach a position of dominance in the PC and server semiconductor markets. In … Read More
I recently took a look at the current status and future direction of FinFET based logic processes in my Leading Edge Logic Landscape blog. I thought it would be interesting to take a similar look at FDSOI and to compare and contrast the two processes. My Leading Edge Logic Landscape blog is available here.… Read More
The leading edge semiconductor logic landscape has in recent years collapsed to just four companies. The following is a summary of what is currently known about each company’s plans and how they compare. ASML has analyzed many logic nodes and developed a formula that normalizes processes to a “standard node”.… Read More
Note: the table and text below have been revised from an earlier post to correct the numbers for STMicroelectronics.
Semiconductor companies posted a wide range of results in 2nd quarter 2016. Intel, Micron Technology and Renesas Electronics all had declines in revenue in 2Q 2016 versus 1Q 2016. Samsung Semiconductor, Qualcomm… Read More
